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Resources and Tools
Resources for Senior Living, Care and Assistance
Here's a directory of other useful senior resources.
Select your topic short-cut or browse to survey them all.
Our Tools and Documents
Senior Resource Organizations
Senior Case Assistance Services
Our Partner Network
Although our partners have been tested and are reliable providers, we cannot claim any knowledge of, or responsibility for, their continued performance.
In-home Care
Other Services
Hospice Services
Medi-Cal and Medicare Advisors
Veterans Helpers
Legal and Financial Services
Real Estate and Moving Services
Select your topic short-cut or browse to survey them all.
Our Tools and Documents
Senior Resource Organizations
Senior Case Assistance Services
Our Partner Network
Although our partners have been tested and are reliable providers, we cannot claim any knowledge of, or responsibility for, their continued performance.
In-home Care
Other Services
Hospice Services
Medi-Cal and Medicare Advisors
Veterans Helpers
Legal and Financial Services
Real Estate and Moving Services
Our Tools and Information
Document Discussing Our Mission & Experience
This PDF document discusses our significant senior industry experience, especially that of Cathy Ellis our founder.
Document Discussing Typical Senior Options
This very useful PDF document describes various options for senior living and senior care, based on specific needs.
A Senior Care Options Tour Checklist
Use this SCO checklist to assist in asking the right questions on a senior home tour.
Low Cost Senior Housing-North SD County
Use this SCO checklist to assist in asking the right questions on a senior home tour.
Low Cost Housing Presentation Slides
A presentation by Oceanside Housing Programs Manager.
Physician's Report for RCFE - Form LIC602A
This Physician's Report will be required for entry into licensed Residential Care Facilities for the Elderly. This is the California State blank LIC602A.PDF form.
California POLST Form
The Physician's Order for Life Sustaining Treatment‐POLST‐ is a medical order that enables seriously ill patients to specify the type of medical treatment the patient wishes to receive at the end of life.
Senior Resource Organizations
Council on Aging Association SD
Council on Aging San Diego promotes the independence, health and dignity of older adults through compassion, education and advocacy.
Council on Aging Association OC
Council on Aging Orange County promotes the independence, health and dignity of older adults through compassion, education and advocacy.
Alzheimer's Association - San Diego Chapter
Alzheimer's Association provides programs and fund raising focused on Alzheimer's research, care and family support.
Alzheimer's San Diego
Supporting Alzheimer’s Care & Cure in San Diego County. Alzheimer's San Diego provides local families with free programs, services, support, information and resources, while advancing critical local research for a cure.
Alzheimer's Orange County
Dedicated to providing quality care and support services to residents of Orange County who are affected by Alzheimer’s disease or other related dementia, and also partnering with local researchers to populate clinical trials to help find a cure.
Parkinson's Association
The Parkinson’s Association serves all San Diegans affected by Parkinson’s disease.
SD County Long Term Care Ombudsman
The San Diego County Long Term Care Ombudsman program advocates for residents in Long Term Care Facilities, such as nursing homes, as well as investigates abuse in other licensed facilities.
California Medi-Cal Assisted Living Waiver Program
CA Department of Health Care Services operates the Assisted Living Waiver Program for Medi-Cal recipients
CA Dept of Social Services Community Licensing
CCLD licenses and inspects various types of senior communities and homes.
Oceanside Chamber of Commerce
Oceanside Chamber of Commerce website
Senior Case Assistance and Low Income Services
Foundation for Senior Care
Fallbrook-based Foundation for Senior Care provides senior activities and assistance in North San Diego County, especially focused on in communities of Fallbrook and Bonsall.
The Foundation for Senior Wellbeing
Knowledge center for linking seniors and those who serve them to resources in Escondido, San Marcos, Vista, and beyond so they may thrive.
Phone:(844) 654-4636
Meals on Wheels San Diego Cty
The Meals on Wheels program is designed to specifically address food insecurity, declining health, and social isolation. Phone: (760) 736-9900
Alliance for Regional Solutions
Collaborative of North County leaders work together to insure that current and emerging human needs are justly met for the greater good of our region.
Medi-Cal Waiver Program
Explains how Medi-Cal may be able to assist with Assisted Living costs through the Assisted Living Waiver Program.
ElderHelp
ElderHelp offers an array of personalized services including a HOME SHARING program.
Community Health Group
CHG offers medical insurance for Medi-Cal recipients.
Our Senior Solution Partners
IN-HOME CARE PROVIDERS
alphabetic
alphabetic
AAll Care Home Care
AAll Care
Mary Mahon, Community Relations
aallcaremary@cox.net
www.aallcare.com
Tel 760-471-7033, 619-297-9601
Mary Mahon, Community Relations
aallcaremary@cox.net
www.aallcare.com
Tel 760-471-7033, 619-297-9601
ComForCare
ComForCare
Scott Samuels
scottsamuels@nccomforcare.com
www.nccomforcare.com
Tel 760-724-7273
Vista
Scott Samuels
scottsamuels@nccomforcare.com
www.nccomforcare.com
Tel 760-724-7273
Vista
Family Matters In-Home Care
Family Matters In-Home Care
Andrew Frojelin
andrew@familymattershc.com
familymattershc.com
Tel 760-909-2007
Cel 408-355-8113
Andrew Frojelin
andrew@familymattershc.com
familymattershc.com
Tel 760-909-2007
Cel 408-355-8113
Qualicare North County San Diego
Qualicare North County San Diego
Steve Kidwell
skidwell@qualicare.com
http://www.qualicare.com/north-county-san-diego/
Tel 760-642-2119
Comprehensive nurse-managed in-home care services
Steve Kidwell
skidwell@qualicare.com
http://www.qualicare.com/north-county-san-diego/
Tel 760-642-2119
Comprehensive nurse-managed in-home care services
Brightstar Care Carlsbad
Brightstar Care Carlsbad
Dan Sweiger
dan.sweiger@brightstar.com
https://www.brightstarcare.com/carlsbad
Tel 760-448-1025
In-home Care services
Dan Sweiger
dan.sweiger@brightstar.com
https://www.brightstarcare.com/carlsbad
Tel 760-448-1025
In-home Care services
Homewatch CareGivers
Homewatch Caregivers
serving Carlsbad, La Jolla, San Diego, Rancho Bernardo
Tanya Finnerty
tfinnerty@homewatchcaregivers.com
HomewatchCareGivers.com/Metro-San-Diego/Carlsbad
Tel 760-260-8700 Cell 760-207-0711
Tanya Finnerty
tfinnerty@homewatchcaregivers.com
HomewatchCareGivers.com/Metro-San-Diego/Carlsbad
Tel 760-260-8700 Cell 760-207-0711
Palomar Health Home Caregivers
Palomar Health Home Caregivers
Ask about low income grant program
http://www.palomarhealth.org/homehealth
Tel 800-525-3528
Ask about low income grant program
http://www.palomarhealth.org/homehealth
Tel 800-525-3528
Right at Home In Home Care
Right at Home In Home Care and Assistance
San Marcos
loretteoliver@rahnorthcounty.com
http://http://www.rahnorthcounty.com
Tel 760-752-2888
In-Home Care and Assistance
San Marcos
loretteoliver@rahnorthcounty.com
http://http://www.rahnorthcounty.com
Tel 760-752-2888
In-Home Care and Assistance
Salus Home Care
Salus Home Care
Sarah Ferrara, MSW
sferrara@salushomecare.com
http://salushomecare.com/san-diego
Office (858) 278-1335
Home care agency accredited by the Joint Commission
Sarah Ferrara, MSW
sferrara@salushomecare.com
http://salushomecare.com/san-diego
Office (858) 278-1335
Home care agency accredited by the Joint Commission
Brightstar Care
Brightstar Care
Sanaz Vaziri
s.vaziri@brightstarcare.com
www.brightstarcare.com/carmel-valley-rancho-santa-fe
Tel 858-247-1111
Sanaz Vaziri
s.vaziri@brightstarcare.com
www.brightstarcare.com/carmel-valley-rancho-santa-fe
Tel 858-247-1111
Horizen Support Services - ORANGE COUNTY
Horizen Support Services - In-home Care Services
Orange County
Michele White
michelehorizon15@gmail.com
Tel. Mobile (714) 356-3343
Orange County
Michele White
michelehorizon15@gmail.com
Tel. Mobile (714) 356-3343
OTHER SENIOR SERVICES
alphabetic
alphabetic
George G. Glenner Alzheimer's Centers
George G. Glenner Alzheimer's Care Centers
Adult day care and support services for families
affected by Alzheimer’s and other forms of
memory impairment diseases.
Lisa Tyburski
ltyburski@glenner.org
www.Glenner.org
Tel 619-543-4700
Cell 760-310-4787
Adult day care and support services for families
affected by Alzheimer’s and other forms of
memory impairment diseases.
Lisa Tyburski
ltyburski@glenner.org
www.Glenner.org
Tel 619-543-4700
Cell 760-310-4787
Southern Caregiver Resource Center
ASSISTANCE AND SUPPORT FOR CAREGIVERS!
TEL: 858-268-4432
scrc@caregivercenter.org
www.caregivercenter.org
TEL: 858-268-4432
scrc@caregivercenter.org
www.caregivercenter.org
Engage Life Care Management
Engage Life Care Management
Senior Case Management, care assessment and care management services.
Alesia Clark, Gerontologist
alesia@engagelifecare.com
www.engagelifecare.com
Tel 760-990-3001
Senior Case Management, care assessment and care management services.
Alesia Clark, Gerontologist
alesia@engagelifecare.com
www.engagelifecare.com
Tel 760-990-3001
Windward Life Care
Windward Life Care
Senior Case Management, care consultation and care management services.
agingwell@windwardlifecare.com
www.windwardlifecare.com
Tel 619-450-4300
Senior Case Management, care consultation and care management services.
agingwell@windwardlifecare.com
www.windwardlifecare.com
Tel 619-450-4300
A Hand to Hold
A Hand to Hold San Diego
Geriatric Case Management
Erica Smalley
ahandtoholdsd@gmail.com
www.ahandtoholdsd.com
Tel 760-230-3039
Geriatric Case Management
Erica Smalley
ahandtoholdsd@gmail.com
www.ahandtoholdsd.com
Tel 760-230-3039
Mental Health and Alzheimer's Studies
Study of Alzheimer's Disease
Josephina Olvera - Alzheimer's Caregiver Project
joolvera@ucsd.edu
healthsciences.ucsd.edu/som/psychiatry/research/alzcare
Tel 858-534-9479
Josephina Olvera - Alzheimer's Caregiver Project
joolvera@ucsd.edu
healthsciences.ucsd.edu/som/psychiatry/research/alzcare
Tel 858-534-9479
Dr. Kimberly Bell, DPT - Physical Therapy
Physical Therapy
Kimberly Bell, DPT
info@betterbalanceinlife.com
BetterBalanceInLife.com
Tel 760-652-9993
Kimberly Bell, DPT
info@betterbalanceinlife.com
BetterBalanceInLife.com
Tel 760-652-9993
101 Mobility
101 Mobility
Provides access and mobility equipment, lifts and ramps, to help seniors remain in their home.
Kindra French
kfrench@101mobility.com
www.101mobility.com/sandiego
Tel 858-800-2820
Provides access and mobility equipment, lifts and ramps, to help seniors remain in their home.
Kindra French
kfrench@101mobility.com
www.101mobility.com/sandiego
Tel 858-800-2820
Household Guardians
Household Guardians
Home safety and security inspection, modifications and consultation for seniors.
Fritzi Gros-Daillon
fritzi@householdguardians.com
www.householdguardians.com
Tel 800-984-1186
Home safety and security inspection, modifications and consultation for seniors.
Fritzi Gros-Daillon
fritzi@householdguardians.com
www.householdguardians.com
Tel 800-984-1186
San Diego Center for the Blind
San Diego Center for the Blind
Vision rehabilitation services that rebuild independence.
Loyd Davis, M.S.
ldavis@sdcb.org
www.sdcb.org
Tel 760-758-5956
Vision rehabilitation services that rebuild independence.
Loyd Davis, M.S.
ldavis@sdcb.org
www.sdcb.org
Tel 760-758-5956
California Telephone Access Program
California Telephone Access Program
Special phone programs especially for Deaf and Disabled.
Sandra Lambarri-Johnson
sjohnson@ddtp.org
www.californiaphones.org
Tel 800-995-6831 619-817-8042
Special phone programs especially for Deaf and Disabled.
Sandra Lambarri-Johnson
sjohnson@ddtp.org
www.californiaphones.org
Tel 800-995-6831 619-817-8042
Sonus Hearing Care Specialists
Sonus Hearing Care Specialists
Carlsbad
Wendy Wyman, HIS
wendyh.sonus24@gmail.com
www.americanhearingsd.com
Tel 760-434-0125
Carlsbad
Wendy Wyman, HIS
wendyh.sonus24@gmail.com
www.americanhearingsd.com
Tel 760-434-0125
Life Alert Pendants
Life Alert Pendants and Protection Systems
www.lifealert.com
Tel 800-360-0329
www.lifealert.com
Tel 800-360-0329
Southwest Lifeline
Southwest Lifeline
Emergency medical alert and call pendant services
Cindy Sawyer
Tel 760-936-3184 800-797-3694
Emergency medical alert and call pendant services
Cindy Sawyer
Tel 760-936-3184 800-797-3694
HOSPICE SERVICE PROVIDERS
alphabetic
alphabetic
Hospice of the North Coast
Hospice of the North Coast
hospicenorthcoast.org
Tel 760-431-4100
hospicenorthcoast.org
Tel 760-431-4100
Silverado Hospice
Silverado Hospice
www.silverado.com/care-offerings/hospice-care/
Tel 888-328-4558
www.silverado.com/care-offerings/hospice-care/
Tel 888-328-4558
The Elizabeth Hospice
The Elizabeth Hospice
www.elizabethhospice.org
Tel 760-737-2050
www.elizabethhospice.org
Tel 760-737-2050
Salus Hospice
Salus Hospice
Nenette Limcumpao
www.salushomecare.com
Tel (888) 881-4822
Nenette Limcumpao
www.salushomecare.com
Tel (888) 881-4822
MEDI-CAL AND MEDICARE ADVISORY
alphabetic
alphabetic
Medi-Cal Consulting Services
Medi-Cal Consulting Services
Lisa Ramsey
lisa@medihelper.com
www.medihelper.com
Tel 877-medihelp 633-4435
Lisa Ramsey
lisa@medihelper.com
www.medihelper.com
Tel 877-medihelp 633-4435
MedicareQuick - Medicare Advisor
MedicareQuick
Katherine Kline, ChFC, CRPS
kathe@medicarequick.com
www.MedicareQuick.com/san-diego-medicare-insurance/
Tel 866-445-6683
San Marcos
Katherine Kline, ChFC, CRPS
kathe@medicarequick.com
www.MedicareQuick.com/san-diego-medicare-insurance/
Tel 866-445-6683
San Marcos
Advocate Health Medicare Advisor
Advocate Health
Medicare consultation
Bob Bourdette
bob.bourdette@advocatehealthllc.com
www.advocatehealthllc.com
Tel (760) 310-9086 (800) 709-5513
Medicare consultation
Bob Bourdette
bob.bourdette@advocatehealthllc.com
www.advocatehealthllc.com
Tel (760) 310-9086 (800) 709-5513
SENIOR VETERANS HELP
alphabetic
alphabetic
Estate & Medi-Cal Planning - Littorno Law
Angela McGlasson
angela@littornolaw.com
www.littornolaw.com
Tel 760-525-3140
angela@littornolaw.com
www.littornolaw.com
Tel 760-525-3140
Robert Skaggs - Help with Veterans Benefits
Robert Skaggs
Not part of Dept. of Veterans Affairs
San Diego and Riverside Counties
raskaggs@msn.com
CA Insurance Lic #0B50375 Tel 877-600-0505
Not part of Dept. of Veterans Affairs
San Diego and Riverside Counties
raskaggs@msn.com
CA Insurance Lic #0B50375 Tel 877-600-0505
LEGAL & FINANCIAL SERVICES
alphabetic
alphabetic
A&D Cares - Fiduciary Service
A&D Cares - Fiduciary Services
Arlene and Don Langston
arlene@andcares.com
http://andcares.com
Tel 619-851-4711
Arlene and Don Langston
arlene@andcares.com
http://andcares.com
Tel 619-851-4711
Law Office of Patricia Andel
Patricia L. Andel
patricia@AndelLaw.com
www.AndelLaw.com
Tel 760-631-6360
patricia@AndelLaw.com
www.AndelLaw.com
Tel 760-631-6360
Fischer and Ritchey, LLP
Barbara Fischer
Law Firm, Estate Planning, Trusts
info@frlawfirm.com
www.frlawfirm.com
Tel 760-471-1100
San Marcos
Law Firm, Estate Planning, Trusts
info@frlawfirm.com
www.frlawfirm.com
Tel 760-471-1100
San Marcos
Estate Planning-Law Office of Dana Green
Dana Green
dana@danagreenlaw.com
www.danagreenlaw.com
Tel 760-814-0158
Carlsbad
dana@danagreenlaw.com
www.danagreenlaw.com
Tel 760-814-0158
Carlsbad
Estate Planning - A.C. Howard Law
Anna C. Howard, Esq.
achowardlaw@gmail.com
www.achowardlaw.com
Tel 858-800-2532
Carlsbad
www.achowardlaw.com
Tel 858-800-2532
Carlsbad
Fiduciary Service - Jan Matthews
Jan Matthews, CLPF, NCG, DMM
jan.sdcoastalfiduciary@gmail.com>
www.coastaldmm.com
S D Coastal Fiduciary Services
Tel 619-446-7543
jan.sdcoastalfiduciary@gmail.com>
www.coastaldmm.com
S D Coastal Fiduciary Services
Tel 619-446-7543
Fiduciary and Estate Planning - Colleen O'Harra
Colleen C. O'Harra
coharra@cox.net
Tel 760-806-4651
coharra@cox.net
Tel 760-806-4651
Law Office of Andrea M. Gherini
Trust Attorney and Estate Planning
Trust Attorney and Estate Planning
Law Office of Andrea M. Gherini
www.amgtrustlaw.com
nikki@amgtrustlaw.com
Tel 760-754-2381
www.amgtrustlaw.com
nikki@amgtrustlaw.com
Tel 760-754-2381
San Diego Elder Law Center
Public Benefits Planning, Fiduciary and Estate Planning
Public Benefits Planning, Fiduciary and Estate Planning
San Diego Elder Law Center
Bonita CA
www.SanDiegoElderLaw.com
Tel 619-235-4357
Bonita CA
www.SanDiegoElderLaw.com
Tel 619-235-4357
REAL ESTATE SERVICES
alphabetic
alphabetic
Berkshire Hathaway Home Services
Berkshire Hathaway Home Services
La Jolla CA
Craig Schniepp
Tel 858-459-0501 Cell 858-775-3767
craig@sandiegohomesbycraig.com
http://craigschniepp.bhhscalifornia.com/
BRE# 01732867
La Jolla CA
Craig Schniepp
Tel 858-459-0501 Cell 858-775-3767
craig@sandiegohomesbycraig.com
http://craigschniepp.bhhscalifornia.com/
BRE# 01732867
Keller Williams - Patricia Boultbee-Wingo
Keller Williams
Patricia Boultbee-Wingo
760-908-9356
pwingo@kw.com
https://www.kw.com/kw/agent/patricia-wingo
DRE# 02061625
Patricia Boultbee-Wingo
760-908-9356
pwingo@kw.com
https://www.kw.com/kw/agent/patricia-wingo
DRE# 02061625
Coldwell Banker - Rita Harper SRES
Coldwell Banker
Rita Harper
Certified SRES - Seniors Resource Specialist
760-732-3213
rita@ritaharper.com
www.RitaHarper.com
BRE# 00775287
Rita Harper
Certified SRES - Seniors Resource Specialist
760-732-3213
rita@ritaharper.com
www.RitaHarper.com
BRE# 00775287
Berkshire Hathaway - Devore Realty
Berkshire Hathaway Real Estate
Bryan Devore
info@DevoreRealtyGroup.com
Carlsbad
Tel. 760-908-3838
CA BRE Lic#: 01397835
Bryan Devore
info@DevoreRealtyGroup.com
Carlsbad
Tel. 760-908-3838
CA BRE Lic#: 01397835
Connie Page Properties
Connie Page Properties
Connie Page
760-672-2223
connie@conniejpage.com
www.conniejpage.com
BRE #01826295
Connie Page
760-672-2223
connie@conniejpage.com
www.conniejpage.com
BRE #01826295
Kelly Tanner - Coldwell Banker
Coldwell Banker Vista Village
Kelly Tanner
BRE#01935244
Tel.760-696-8180
ktanner327@gmail.com
www.KellyTannerHomes.com
Kelly Tanner
BRE#01935244
Tel.760-696-8180
ktanner327@gmail.com
www.KellyTannerHomes.com
Senior Home Purchase Program
Senior Home Purchase Program
Van Cupples
Ask about special program for senior home sale
Tel.619-495-9123
rob@westviewshpp.com
www.westviewshpp.com
Van Cupples
Ask about special program for senior home sale
Tel.619-495-9123
rob@westviewshpp.com
www.westviewshpp.com
SENIOR MOVING SERVICES
alphabetic
alphabetic
Next Phase Move Assistance
Next Phase Move Assistance
Organization, Packing, Downsizing for seniors
Margaret Zamora
Tel 619-993-4107
margaret@nextphasemove.com
http://www.nextphasemove.com
Organization, Packing, Downsizing for seniors
Margaret Zamora
Tel 619-993-4107
margaret@nextphasemove.com
http://www.nextphasemove.com
KC Estate Management
KC Estate Management
Organization, Planning, General and
Moving Assistance for seniors
Pura Caballero
Tel 760-575-4587
procasemanager@gmail.com
http://www.kcestatemanagement.com/
Organization, Planning, General and
Moving Assistance for seniors
Pura Caballero
Tel 760-575-4587
procasemanager@gmail.com
http://www.kcestatemanagement.com/
Senior Move Masters
Senior Move Masters
Carlsbad CA
Linda Diller, President
Tel 760-942-4525
info@seniormovemasters.com
http://www.SeniorMoveMasters.com/
Carlsbad CA
Linda Diller, President
Tel 760-942-4525
info@seniormovemasters.com
http://www.SeniorMoveMasters.com/
Silver Linings Transitions - Senior Movers
Silver Linings Transitions
Jami A. Shapiro
Tel 858-522-9518
Cell 904-477-7084
jamishapiro70@gmail.com
CA BRE #01954825
http://www.silverliningstransitions.com/
Jami A. Shapiro
Tel 858-522-9518
Cell 904-477-7084
jamishapiro70@gmail.com
CA BRE #01954825
http://www.silverliningstransitions.com/
Help-U-Move
Help-U-Move
Oceanside CA
Gary Haase, Pres.
shaase8962@att.net
Tel 760-721-4357
Oceanside CA
Gary Haase, Pres.
shaase8962@att.net
Tel 760-721-4357
Elena Sosa Moving Concierge
Elena Sosa
Moving conceirge, partner, organizer, helper
emsosa4@gmail.com
Moving conceirge, partner, organizer, helper
emsosa4@gmail.com
NOTARY SERVICES
alphabetic
alphabetic
Carlson Mobile Notary
Robyn Carlson
rcpc@cox.net
www.carlsonmobilenotary.com
Tel 760-805-6064
rcpc@cox.net
www.carlsonmobilenotary.com
Tel 760-805-6064
TM